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At Bosworth Wealth Management, we are dedicated to ensuring you are in the best financial position possible. We have helped many clients plan for the future, ensuring their affairs are looked after should they lose capacity. Here’s how this type of planning could potentially help you:
Planning how your health, wellbeing, and financial affairs will be managed if you lose the capacity to make decisions yourself is crucial, especially as we tend to live longer. Here’s how we can help:
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If you would like to discuss this further, please get in touch with us
If you are putting your affairs in order, note that from 6 April 2027 most unused pension funds count towards your estate for inheritance tax, and your personal representatives become responsible for reporting and paying it. Read what changes and what it means for your executors.
The first conversation is free and there is no obligation. Book with whichever adviser is closest to you, or whoever suits. We work with clients across the UK.
Lee Barton (Leicester) | Ian Laker (Tamworth) | Chris Wood (Coventry)
Bosworth Wealth Management is authorised and regulated by the Financial Conduct Authority. FCA firm reference number 805232.
Our advisers are based in Leicester, Tamworth, Coventry and King’s Lynn, and we work with clients across the UK.
The value of investments can fall as well as rise and you may get back less than you invested. Tax treatment depends on your individual circumstances and may be subject to change in future.